FocusOnCRM has been developed on demand as per the request of a UK Packaging Merchant.
This application allows the user to manage products (and manage the documents that are associated with the products,) automatically email documents attached to quotations, process sales orders, purchase orders, manage stocks, manage machinery service agreements and generate service bookings and reminders by email. Theres much more to the capabilities of this software but as it is bespoke, it operates just as the client wants it to. Deployed over the web, this windows desktop application links to an SQL Server Express database and on shutdown automatically backs-up the data itself to a networked device. The system has been written to operate in a multi user environment and the default user (Manager) can see the activity of the sales force and monitor their activity.
Recently a local office installed a new heavy duty free standing copier, multi function machine. This machine allowed the office to scan documents to a network shared drive but without the copier software which came with a wopping price tag, it proved difficult to easily find documents by their index once they had been scanned. I offered to write a program which allowed the users to re-index the documents and give them a name which could easily be found at a later date.
Each time a user scans a batch of documents to the network drive, the application reads the files, lists the documents and on selecting the list member, gives a preview of the document. The user can then input a new name and click a button to update the file. To retrieve the file, the user inputs a value (such as order number or delivery note number) then a list is populated with the relevant files that match the search string. Original files are kept and indexed to be extra precautious!
I was recently asked if it was possible to fully automate the sending of a customer statement or late payment letter from Sage to 400 individual customer accounts without any need to print and manually fax. My client had experienced problems with configuring the computer to automatically email but still couldnt automatically fax any documents. I wrote the SageStatementTool which looks up live data, builds statements then exports/prints them for mailing, automatically faxing or emailing as PDF. The unattended process took 5 minutes to complete whereas previously it had taken hours. The next step was to run various late payment letters in varying forms to customers who had not payed their account or only part payed. Since using the tool, payments have been coming in more frequently than before and customers receive the statements in a form that suits them.
BMS have provided a range of applications for a local manufacturer ranging from small contributions calculators and data analysis tools to a modulised ‘Factory Management System’ (FMS)
The project started using Vb6 back in 1998 and progressed further via migration to VS2005 then VS2010. The current build is a modulised management system formed from several classes structured around Customer, Supplier, Quotations & Sales Order Processing, Purchase Ordering, Invoicing, Printing, Fax & Email management. It is a multi-user, networked, MDI (Multiple Document Interface) program which can be accessed over VPN. It streamlines data flow and minimises user input and data replication. On creation of a quote, with the click of one button the order is created, again on the click of a button the purchase order is created.
The manufacturer supply polythene packaging products to merchants throughout the UK. Their products are complex and each can have its own recipe and formulation. With introducing FMS, formerly known as ‘Quotes’ the office processes have been reduced considerably allowing more time to focus on the more critical business processes.